Claire Enyeart is a financial advisor at Oppenheimer with one year of industry experience. She holds a Series 66 designation and has previously worked at Homegoods, Mesirow, Bar Louie, and Evans Distribution Systems. Her background also includes four years at Michigan State University and several years in education at International Academy West and Oak Valley Middle School. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, using both discretionary and non-discretionary approaches across various portfolio types.

Lisa Raboin is a financial advisor at Oppenheimer with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including LPL Financial, Wells Fargo Advisors, Northwestern Mutual Investment Management, and Morgan Stanley. Raboin is based in Bellevue, WA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of advisory programs across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

Nicholas Sterling is a CFP® with nine years of industry experience, currently advising at Oppenheimer. His prior roles include positions at JP Morgan Chase Bank and Charles Schwab. Outside of his advisory work, he is a founding member of Texas Emerging Leaders and works as a fly fishing guide with Napa Valley Fly Guides. Oppenheimer serves a diverse client base including individuals, corporations, and charitable organizations, offering a range of advisory and brokerage services with both discretionary and non-discretionary approaches. The firm manages equity, balanced, and fixed-income portfolios using asset allocation and manager selection strategies while maintaining custody of client assets.

Antonio Russo is a financial advisor at Oppenheimer in New York, NY, holding a Series 66 designation. He has been with Oppenheimer since 2026 and has prior experience at firms including Equitable Advisors and Kraner LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of investment programs and advisory services, with notable capabilities in both discretionary and non-discretionary management, including custody of client assets as a qualified custodian.

Charles Hillis Jr. is a CFA® charterholder with 48 years of industry experience, currently serving as an advisor at Oppenheimer since 2018. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2018. Hillis is involved in managing investments through private entities, including Hillis Partnership and Hillis Management. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a broad range of discretionary and non-discretionary advisory programs, including asset allocation, manager selection, and retirement consulting.

Nicholas Demczar is a financial advisor at Oppenheimer with nine years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2016. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, with a notable emphasis on non-discretionary assets under management.

Charlotte Sigg is a financial advisor with Oppenheimer in Boston, holding Series 63 and Series 65 credentials and beginning her industry experience in 2026. Prior to joining Oppenheimer, she held positions at several firms including Keenan Financial and worked outside the financial sector at Whole Foods. She is also a licensed insurance agent and occasionally provides insurance products in addition to her advisory services. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base, including individuals, corporations, and charitable organizations. The firm offers a wide range of investment programs and services, utilizing both discretionary and non-discretionary strategies, and maintains custody of client assets while managing a significant portion of advisory assets on a non-discretionary basis.

Robert Haynie is a CFP® with 27 years of industry experience. He has worked at Oppenheimer since 2008, following periods at Merrill and Ernst & Young Investment Advisers LLP. Oppenheimer is a registered investment adviser and broker-dealer serving a wide range of clients, including high net worth individuals, corporations, and charitable organizations. The firm offers diverse programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both strategic and tactical asset allocation approaches.

Alberto Ottaviani is a financial advisor at Oppenheimer in New York, NY, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with Oppenheimer since 2009. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of investment programs and advisory services that include discretionary and non-discretionary portfolio management, consulting, and retirement services.

Mitchell Everitt is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Oppenheimer since 2008 and previously worked at UBS Financial Services from 2006 to 2008. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, charitable organizations, pension and profit-sharing plans, and IRAs. The firm offers a variety of investment programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

Irene Kosik is a financial advisor at Oppenheimer with 38 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Oppenheimer in 2016, she worked at Morgan Stanley from 2010 to 2011. Outside of her advisory role, she has minimal involvement in managing a vacation home rental in the Catskills. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charities, and pooled investment vehicles. The firm offers a wide range of programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary strategies.

Ralph Jones Jr. is a financial advisor at Oppenheimer with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2009. His prior roles include positions at UBS Financial Services, Piper Sandler & Co., and RBC Capital Markets. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a broad range of programs and advisory services that include equity, balanced, and fixed-income portfolios supported by strategic asset allocation and manager selection, with a notable portion of its advisory assets managed on a non-discretionary basis.

Christel Good is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses, and has 28 years of industry experience. She has worked at Oppenheimer & Co since 2006 and previously held positions at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of finance, she is a partner and crafter in a weekend craft business. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a wide range of investment programs and advisory services, with a notable emphasis on non-discretionary asset management and maintaining custody of client assets.

Jeffrey Frisch is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2005. He holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. Oppenheimer is a registered investment adviser and broker-dealer offering services to individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of programs and advisory services including equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary management.

Christopher Estevez is a CFP®-designated financial advisor with 26 years of industry experience. He currently works at Oppenheimer, where he has been since 2020. His prior experience includes roles at City National Bank, RBC Capital Markets LLC, and Morgan Stanley DW Inc. Oppenheimer is a registered investment adviser and broker-dealer that serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary approaches.

William Whitaker is a financial advisor at Oppenheimer with 26 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2009, previously working at Stanford Group Company and Wells Fargo Clearing. Whitaker serves as trustee or co-trustee for several family trusts, managing investment and trust administration duties. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of advisory programs and combines discretionary and non-discretionary services across equity, balanced, and fixed-income portfolios, with a notable portion of assets managed on a non-discretionary basis.

Brenda Mccleerey is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. She has worked at Oppenheimer since 2009 and previously spent nine years at UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving a diverse client base that includes individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of investment programs and advisory services that include strategic asset allocation and personalized consulting, with a notable proportion of assets managed on a non-discretionary basis.

Joseph Mc Allister is a financial advisor at Oppenheimer with six years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Sterling Wealth Management and Hantz Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment programs and advisory services including strategic asset allocation, manager selection, and retirement consulting, with both discretionary and non-discretionary account management.

William Godfrey is a financial advisor at Oppenheimer in Washington, DC, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Red Ventures, Best Buy, and New Age Marketing. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, using both discretionary and non-discretionary approaches.

Drake Sacks is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2003. He holds Series 63 and Series 65 licenses. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of investment and consulting services across discretionary and non-discretionary accounts, utilizing strategic asset allocation and manager selection tailored to client objectives.